Adding a user

  1. Click the Profile icon to access the user menu.
  2. Click External Entity Management. The External Entities page is displayed.
  3. Locate the tile for the external entity and double-click the Users icon (circle) to display the Users page.
  4. Click the add (+) icon on the Users page toolbar. The Add Users overlay is displayed.
  5. Specify the user's first and last name and email address.
  6. Optionally, add a federated ID if available.
  7. Click the Send invite check box to send the new user an email to verify the email address and set up the account if needed. If you clear the Send invite check box, the new user is not notified automatically, and you must notify this user of the new account manually or by applying the Send invitation action at a later time.
  8. To add up to five users at a time, click the add row icon on the Add Users overlay toolbar to add one row at a time. Complete the information for each user.
  9. Click Save. The new users are added to the Users page.